Entrewealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Entrewealth, LLC
- $194 Billion
- Q3 2025
A detailed history of Entrewealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Entrewealth, LLC holds 168,214 shares of DFNM stock, worth $8.11 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
168,214
Previous 123,484
36.22%
Holding current value
$8.11 Million
Previous $5.86 Billion
37.8%
% of portfolio
4.15%
Previous 4.05%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio